-64.7%
JOBY vs HUM
+60.0%
-124.7%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.3% | +6.3% | +5.2% |
| 7D | +4.3% | -1.2% | +5.5% | +4.5% |
| 30D | -8.3% | +2.1% | -10.4% | -8.7% |
| 3M | -32.1% | +13.4% | -45.5% | -33.9% |
| 6M | -38.9% | +72.7% | -111.6% | -46.3% |
| YTD | -59.8% | +62.3% | -122.2% | -65.0% |
| 1Y | -64.7% | +57.5% | -122.1% | -69.0% |
| All | -64.7% | +60.0% | -124.7% | -69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HUM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling